Capital asset management tools and templates

Capital asset management tools and templates

Last updated 7 November 2016
Last updated 11/07/2016

We have developed tools and templates to help tertiary education institutions (TEIs) improve their capital asset management (CAM) systems and processes.

Editable tools for planning your capital asset management

We intend TEIs to use these tools as internal planning documents for capital asset management to help your internal operations and reporting.

The tools are editable so you can amend them for your own use. We encourage you to share models of best practice with each other and to work with asset management specialists to develop and improve these tools.

The four planning tools are: 

  • Service Justification Spreadsheet – an internal planning document to help you record and describe the education service justification for capital investment
  • Asset Management Plan – a planning template to help you communicate your asset management planning and purchasing intentions
  • Asset Management Standard – a standard developed with asset management experts for reviewing CAM in wānanga and institutes of technology and polytechnics (ITPs)
  • Exemplar Improvement Plan – a plan developed by external asset management experts based on the standard above.

Service Justification Spreadsheet (XLS, 135 Kb)

Asset Management Plan (Word, 1 Mb)

Asset Management Standard (PDF, 1 Mb)

Exemplar Improvement Plan (PDF, 1 Mb)

These four tools are open source but the intellectual property belongs to the TEC and should be acknowledged as such.

Our asset management workshops to share sector knowledge

In 2012, 2013 and 2015 we ran asset management workshops for TEIs. Below you can read the presentations from these workshops to give you some additional guidance on good asset management.

Asset Management Workshop – November 2015 – at Victoria University

We held this workshop to inform TEIs about the new Cabinet Circular CO(15)5 – Investment Management and Asset Performance in the State Services. The workshop was an opportunity for TEI practitioners to receive new information, engage with peers across the sector and learn from asset management exemplars.

The agenda covered a range of asset management related topics.

Presentation

Organisation

Investment Approach (PPT, 2.61 Mb)

Tertiary Education Commission

Capital Intention Plans and CAM assessments (PDF, 2.16 Mb)

Tertiary Education Commission

Independent CAM reviews (PDF, 1.4 Mb)

SPM Assets

Investment Management and Asset Performance in the State Services: Update (PPT, 1.9 Mb)

 

The Treasury

Wellington City Council assets (PPT, 8.2 Mb)

Wellington City Council

Crown Asset Transfer and Disposal Policy (PPT, 2.42 Mb)

Tertiary Education Commission

Heritage assessment of Crown land for disposal/transfer (PDF, 5.1 Mb)

Heritage New Zealand

NZBT and supporting the sector (PDF, 1.2 Mb)

Tribal

Presentations from Asset Management Workshop – Feb 2013

Presentations from Asset Management Workshop – Feb 2012

Presentation

Organisation

TEC: Capital Asset Management Workshop (PDF, 1.25 Mb)

TEC

Tertiary Education Capital Asset Management Workshop: Asset Management Assessment Tool (PDF, 2.14 Mb)

SPM

Auckland Council: Asset Management within the Local Government Sector (PDF, 1.05 Mb)

Auckland Council

Victoria University of Wellington: Practical Strategic Asset Management Planning (PDF, 705 Kb)

Victoria University

Asset Management Plans (PDF, 933 Kb)

 

Unitec: Education Service Planning: Service Levels and Demand Planning (PDF, 2.6 Mb)

Unitec

State-Sector Guidance on Seismic Risk (PDF, 242 Kb)

TEC